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Current Version
  • Welcome to FundApps' Policy Portal
  • FundApps Policies
    • Technical & Platform Overview
    • Software Development
    • Risk Management
      • Risk Management Framework
      • Information Asset Register
      • Information Systems Register
      • Data Classification and Protection Standard
    • Information Security Management System
      • Information Security Management Policy
      • Scope
      • Statement of Applicability
      • Objective Plan
      • Roles, Responsibilities and Organisation
      • Performance Evaluation
      • Internal Audit Policy
      • Internal Audit Plan for a 3 year cycle
      • Continual Improvement Process
      • Internal and External Communication Plan
      • Document Control Policy
    • Information Security Policies
      • Client Services Access to Client Environments
      • Employee Guide
      • Security Awareness Program
      • Social Media
      • Access Control
      • Physical Security
      • Network Security
      • Logging, Monitoring and Alerting
      • Incident Response
      • Data Backups
      • Privacy Policy
      • Vulnerability Management Policy
      • Security Exception Management Policy
      • Information Security Risk Register
      • Data Retention Policy
      • Patch Management Policy
      • Cryptographic Policy
      • Information Security in Project Management
      • Information Transfer Policy
      • Third Party Risk Management
    • Business Continuity
      • Business Continuity Management System
      • Business Continuity Policy
      • Business Continuity Risk Register
      • Technical Resilience
      • Business Continuity Documents
    • Personnel & Safety
      • Overview
      • Code of Conduct
      • Health and Safety
      • Third party vendors
      • The FundApps Code for Third Parties
  • Legal Information
    • 📖General Terms
      • Fair Usage Policy
      • Third Party Data Provider Terms
    • DORA
      • Operational Resilience Statement
      • Statement on Contractual Compliance
      • Subcontractors and Service Location
      • Threat-Led Penetration Tests (TLPT) Policy
    • 📃Insurance
    • 🌍Carbon Neutral
  • 🤖AI
    • 💬Trevor AI Agent (Intercom)
  • Policy Change Log
    • May 2025
    • March 2025
    • January 2025
    • December 2024
    • November 2024
    • October 2024
    • August 2024
    • July 2024
    • June 2024
    • April 2024
    • February 2024
    • January 2024
    • November 2023
    • October 2023
    • September 2023
    • August 2023
    • June 2023
    • February 2023
    • December 2022
    • October 2022
    • September 2022
    • June 2022
    • March 2022
    • February 2022
    • January 2022
    • December 2021
    • November 2021
    • October 2021
    • August 2021
    • July 2021
    • January 2021
    • August 2020
    • May 2020
    • March 2020
    • November 2019
    • September 2019
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Welcome to FundApps' Policy Portal

NOTE: At FundApps we're focused on offering the best possible services to the investment management industry. As part of that, we have a firm commitment to ensuring our platform remains highly available and your data remains secure. We have made this resource available to clients and prospective clients in order to learn more about how we achieve this and to assist with any due diligence questions you may have.

Our own staff use this resource to review security policy and educate themselves on our approaches. This is by its nature a "living" document - which will evolve as we continually evaluate how we can deliver a best of breed platform to the industry.

Policy documentation is maintained electronically across GitBook and Notion, depending on its intended audience. Version control is managed through GitHub via GitBook’s Git Sync feature, ensuring all changes are tracked. Pull requests provide visibility into modifications and require approval from the CTO and Head of Security before being merged.

If you require any clarifications or have any questions then don't hesitate to contact us.

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